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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 13, 2026 | Hardman Johnston International Equity | 18.8% | 15.1% | 6501.T, 7011.T, 7269.T, AIR.PA, ASML.AS, AZN.L, CBK.DE, CCJ, FTI, ICICIBC.NS, IFX.DE, LDO.MI, MC.PA, MELI, PRX.AS, PRY.MI, RHM.DE, SAF.PA, SDZ SW, STAN.L, STM, TSM, UCB.BR, WEIR.L | AI, defense, Energy Transition, Europe, industrials, international, semiconductors, technology | View | ||
| 2026 Q1 | Apr 12, 2026 | Hardman Johnston International Equity | -3.1% | -3.1% | 6501.T, 7011.T, 7269.T, ASML, CBK.DE, CCO, FTI, HDFCBANK.NS, MC.PA, MELI, PRX.AS, SAF.PA, SDZ SW, STAN.L, STM, TSM, UCB.BR | Europe, healthcare, industrials, international, Japan, nuclear, semiconductors, technology | FTI CCO UCB.BR TSM ASML |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 16, 2026 | Fund Letters | Cassandra A. Hardman | Sandoz Group Ltd. | Health Care | Pharmaceuticals | Bull | Swiss Exchange | Biosimilars, Generics, Glp1, pipeline, Regulation | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||